PROFESSIONAL PROFILE

Phillip R. Williams, CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc., CFM, CRPC®
Senior Vice President - Investments
Wealth Management Advisor

Phil graduated from the University of Texas-Arlington with a BBA-Finance degree in 1975. His career as a Financial Advisor began with Merrill Lynch in 1979. He attained his CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. in 1984 and the CRPC® (Chartered Retirement Planning CounselorSM)in 2008. His process is centered on fully understanding the goals and objectives of each client and providing the highest quality advice and client service possible. He is a Portfolio Manager in the Personal Investment Advisory Program at Merrill Lynch.


Michael R. Williams
Financial Advisor

Michael completed his BBA in Finance and Accounting from Texas A&M University in 2005. In 2009, he earned his MBA from Southern Methodist University in Dallas, Texas. His career in the financial service industry began in 2006 and he joined Merrill Lynch in 2010. The focus of his practice is on developing strong relationships with his clients and providing thorough recommendations based on the client's goals and financial situation. Michael and his wife, Judy, live in Dallas, Texas where they are members of the Village Church.

Puffin Prosperi
Client Associate

Puffin has been with Merrill Lynch since 1976 and assists clients in the area of customer service and account administration.